Alexa Coates

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

Chordiant Software Inc. solutions automate and manage operational business processes for leading service-driven global organizations in retail finance, telecommunications and consumer direct industries. Chordiant orchestrates the unique processes of an organization from the point of customer interaction, through the front and back offices to multiple transactional systems, corporate applications and data stores

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities.

Stonehage Fleming (UK) Ltd. provides investment opportunities. It services include asset management, trustee and financial advisory. The company was founded on June 2, 2000 and is headquartered in London, the United Kingdom.

Part of Aviva Plc, Aviva Investors Pensions Ltd. is a British company that redefines ESG and investment stewardship. The private company was founded in 1972 and is based in London, UK. Aviva Investors offers tailored investment capabilities to institutional or private investors, commercial borrowers, or intermediaries. The company provides long-form articles, videos, and podcasts from its teams that offer in-depth analysis of major market and industry trends. Aviva Investors has appointed Nick Molho as Head of Climate Policy to support the delivery of its macro stewardship program. The company's House View is the intelligence that guides its investment decisions, which is encapsulated in a quarterly publication that reflects the thinking of its investment team.

Aviva Commercial Finance Ltd. provides commercial financing services. The company was founded on November 16, 1990 and is headquartered in London, the United Kingdom.

Stonehage Fleming Investment Management Ltd. (Stonehage Fleming) is the wealth management subsidiary of Stonehage Fleming (UK) Ltd., ultimately held by Spes Bona Ltd. in British Virgin Islands. The firm was founded in 2000 as FF&P Asset Management Ltd. and changed their name to Stonehage Fleming Investment Management Ltd. in 2015 when Stonehage and Fleming Family & Partners merged. Headquartered in London, Stonehage Fleming provides investment advice to high-net worth individuals, family groups, charities and institutions.

Clark Thomson Insurance Brokers Ltd. provides insurance brokerage services. It specializes in commercial insurance, personal insurance, higher value home and contents insurance, and claims. The company was founded by John Clark on March 17, 1997 and is headquartered in Edinburgh, the United Kingdom.

The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand.

Amba Investment Services Ltd. provides investment research support services. The private company is based in New York, NY. The company was founded by Anand Aithal.

Eiser Infrastructure Partners LLP (Eiser Infrastructure) is a independent private equity firm founded by Hans W Meissner. The firm is headquartered in London, the United Kingdom.

Tonbridge School provides educational services. The company was founded by Andrew Judde in 1553 and is headquartered in Tonbridge, the United Kingdom.

Part of Keelys LLP, General Enterprise Management Services (International) Ltd. is a Chinese company that provides investment advisory services. The private company is based in Hong Kong, Hong Kong.

Part of Cuscaden Peak Pte. The private company is based in Bristol, UK. Ltd., Liberty Living Investments II Holdco Ltd. is a British company that develops building projects. Liberty Living Investments II Holdco was founded in 2014.

Part of The UNITE Group Plc, USAF Holdings C Ltd. is an investment holding British company. The private company is based in Bristol, UK. USAF Holdings C was founded in 2007.

Part of The UNITE Group Plc, USAF GP No. The private company is based in Bristol, UK and was founded in 2007. 8 Ltd. provides real estate services.

Part of Polar Capital Holdings Plc, Polar Capital Partners Ltd. is a boutique, investment-led asset manager founded in 2000. The private company is based in London, UK. Polar Capital offers investors a range of actively managed funds covering single country, regional and specialist technology, healthcare and financial portfolios.

Part of The UNITE Group Plc, UNITE Construction (Wembley) Ltd. is a holding British company that operates through its subsidiaries to provide construction services. The private company is based in Bristol, UK and was founded in 2014.

Part of The UNITE Group Plc, UNITE Construction (Stapleton) Ltd. provides construction services. The private company is based in Bristol, UK and was founded in 2014.

Part of The UNITE Group Plc, USAF Management 14 Ltd. is a British company that leases and operates real estate properties. The private company is based in Bristol, UK and was founded in 2014.

Part of The UNITE Group Plc, UNITE Construction (Angel Lane) Ltd. is a British company that provides construction and property investment services. The private company is based in Temple Back, UK and was founded in 2013.

Part of The UNITE Group Plc, LDC (Old Hospital) Ltd. provides property management services. The private company is based in Bristol, UK. LDC (Old Hospital was founded in 2015.

Part of The UNITE Group Plc, USAF Holdings H Ltd. is an investment holding British company. The private company is based in Bristol, UK. USAF Holdings H was founded in 2014.

Part of The UNITE Group Plc, USAF GP No. The private company is based in Temple Back, UK and was founded in 2009. 11 Ltd. is a British company that engages in letting and operating of real estate properties.

Part of The UNITE Group Plc, USAF GP No. The private company is based in Bristol, UK. 1 Ltd. provides investment services. USAF GP No. 1 Ltd. was founded in 2006.

Part of The UNITE Group Plc, Liberty Living (LQ2 Newcastle) Ltd. constructs industrial buildings. The private company is based in Bristol, UK.

Part of Aviva Investors Infrastructure Income LP, Aviva Investors Infrastructure Income No.6 Ltd. is an investment holding British company. The private company is based in London, UK and was founded in 2017.

Part of Aviva Plc, Aviva Central Services UK Ltd. provides business services. The private company is based in Norwich, UK and was founded in 1996.

Part of The UNITE Group Plc, Unite Accommodation Management 9 Ltd. is a British company that provides rentals land and other real estate services. The private company is based in Temple Back, UK and was founded in 2007.

Part of Student Castle Investments LLP, Liberty Living LH (Manchester) Ltd. provides investment services. The private company is based in Bristol, UK. It was founded in 2010.